You are here:
Enable the Agent Analytics Lead Nurturing Dashboard (Beta)
When you have set the required data model objects in Data 360, you can turn on the dashboard.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales and the Agentforce Lead Nurturing and Data 360 add-ons. |
| User Permissions Needed | |
|---|---|
| To enable the Agent Analytics Lead Nurturing dashboard: | Data Cloud Admin |
Watch the video to see how to enable the Agent Analytics Lead Nurturing dashboard.
- In Setup, enter Agent Analytics in the Quick Find box, and then click Agent Analytics (Beta).
- On the Lead Nurturing Agent Analytics row, choose Install from the Actions menu.
-
On the Data Space Configuration screen, choose the default data space from the list.
Then click OK.
A data space is where you define how you want to move data into Data 360 and how the data fields are mapped from the source to the data model objects in Data 360. If you have additional data spaces set up, choose the data space in which you configured Agentforce Lead Nurturing. You can install the Agent Analytics Lead Nurturing dashboard template in only one data space.
- When installation is complete, you can choose Manage & Monitor from the Actions Menu on the Lead Nurturing Agent Analytics row. The App Install History page opens. To see detailed information about the installation tasks that were performed, click the Lead Nurturing Agent Analytics app name.
- Return to the Agent Analytics (Beta) setup page.
-
To view the dashboard, choose View Agent Analytics from the
Actions menu on the Lead Nurturing Agent Analytics row.
The Lead Nurturing Agent dashboard opens in the Data Cloud Agent Analytics app.
To Uninstall the Lead Nurturing Agent Analytics dashboard app, choose Uninstall from the Actions menu on the Lead Nurturing Agent Analytics row.
Did this article solve your issue?
Let us know so we can improve!
